https://www.lightmancapital.com/contact daily 0.75 2021-06-17 https://www.lightmancapital.com/services daily 0.75 2022-02-07 https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1626791835687-JEEYI9KJO7EXSZCLUIKD/01b+-+header.jpg services - It’s more than financial planning https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1625151455544-25XUKH3K8IK2QBD62KQE/02+-+services+e.jpg services - BUSINESS OWNERS We help business owners think through their options as they expand, grow, consider taking on partners, contemplate a capital raise or sale. Our network of private equity, valuation, venture capital and banking professionals is extensive. We help you build an advisory network, and look at everything from the big picture to the smallest details, regardless of where you are in your business lifecycle. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1623943512203-ZHD77L7BPDKPOBKIHIQE/02+-+services+a.jpg services - financial planning Our team incorporates a comprehensive framework to help you develop a financial road map. We work closely with you to develop your plan. Good planning is the foundation for any investment plan. We take into account the dynamics of your family as well as your personal and business goals long into the future. Our skill set includes planning for retirement, future liquidity events, including business sales, inheritances, divorce settlements, or other lump sum payment events. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1624034068824-136AL9AFBU399BKY9Q7G/02+-+services+d.jpg services - DIVORCE Our team has years of experience working with clients in all stages of a marriage, and we understand the considerations around pre-nuptial agreements, post nuptial arrangements, and lump sum and alimony payments. Often the complexity around divorce settlements increases with more wealth and includes assets that may not be as liquid or are difficult to split. We will help you put together a financial plan that evolves over time to provide you with the best possible financial foundation for the future. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1624033969892-K642ADPSG3L584BNRGLC/02+-+services+c.jpg services - INHERITANCES Inheritances can be one of the most challenging and emotional wealth events for families. Grief for a spouse or other loved one can lead to compromised decision making. Sometimes inherited wealth is transferred without the benefit of certain estate planning such as wills or trusts, and any mistakes in the transfer of those funds can lead to unintended tax consequences for families. We are here to help you work through the emotions and decision-making that come with additional wealth. We will use our financial planning methodology to help set the best course for you and your family. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1624033950502-7MQK9TO0FETEMR1YOX89/02+-+services+b.jpg services - ESTATE planning The importance of a solid estate plan and proper legal documents can make the difference between wealth that lasts for generations or wealth that quickly disappears due to taxes and other unintended consequences. At Lightman Capital, we stress the importance of using the planning techniques available to wealthy families, and we are versed in ways to pass along wealth, including intra-family loans, trust best practices, gifting, and charitable and special needs trusts. We are here to help you navigate this process and to help you make smart decisions for you and your family. https://www.lightmancapital.com/home daily 1.0 2025-07-30 https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1623865739876-X9QEDR73R5EIEHFH3UEV/02+-+logo.png home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1624903500764-L4QAYFCQPMCJ56R1H219/03+-+intro+image.jpg home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1623867382023-K0UCECPN77U3I1P1TQJT/04+-+icon+a.png home - company values Our goal is to provide institutional-level expertise along with a boutique firm experience. Every client is important to us. We strive to provide independent, unbiased advice and take the time up front to understand each client’s unique situation. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1624038300566-75WGLZ4SC7MESH7QF7E5/04+-+icon+c.png home - SERVICE VALUES We are not a “volume” investment provider. We have a small number of clients and specialize in clients with $5mm of investible assets and above in order to retain a superior service level. We hope to be your trusted advisor, committed to helping you make important personal and financial decisions. We also have a deep bench of knowledge to help you with important needs such as estate planning, tax planning, and business exit strategies. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1623867404016-0NW25IJ063VZ0TFTWVUB/04+-+icon+b.png home - INVESTING VALUES We are big believers in pairing a Warren Buffet-investment philosophy in the public markets with an endowment model that incorporates private equity, private credit, hedge funds and co-investment opportunities in unique sectors of the market that are not accessible to the average retail investor. Our independence from large banks allows us to minimize conflicts of interest, and to select managers and solutions across investment firms. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1623867870100-55LVPUWED1AYPNCV6XQA/05+-+boat.png home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.lightmancapital.com/about daily 0.75 2025-07-30 https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1627589396431-B4DD0TQ5K6FWKCYS2HUF/01c+-+header.jpg about - premier wealth management https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/6bc733b6-cc1d-4c2b-b91c-5e4cfc432dd4/Justin1.jpg about - Justin Boller Chief Investment Officer Justin serves as the Chief Investment Officer for Lightman Capital and Bison Holdings, LLC, where he chairs the investment committee, and oversees research, portfolio construction, and implementation. Justin began his investment career at Invesco in the late 1990s where he had roles with the firm’s Global Equity, Global Asset Allocation, and Quantitative Equity teams. In 2014, Justin joined Advocacy Wealth Management, LLC to focus on the wealth management aspect of the business. There, he served as Chief Investment Officer, introducing firm-level portfolio solutions and expanding access to custom strategies for clients. Justin graduated from Wake Forest University and has earned the Chartered Financial Analyst (CFA) designation. He is an avid golf, tennis, and pickleball player and enjoys learning through the experiences of travel. He lives in Atlanta, Georgia with his wife and two children and is an active member of the community serving on various boards and committees. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/710b6a7b-f239-4059-9747-9efd284acfa0/Bison+Headshots+December+2024+Export+20+%281%29.jpg about - Becky Lightman Founder, Lightman Capital Becky Lightman is the Founder of Lightman Capital. She advises clients on all aspects of their wealth management strategy— including investments, credit, manager selection, retirement planning and complex trust and estate services. She helps clients navigate their investment options in a way that maximizes their ability to meet both financial and life goals and ensures thoughtful, creative, and appropriate expertise is dedicated to the relationship. Ms. Lightman has worked at Bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs. Becky was the Director of the Southeast and Mid-Atlantic division of the Global Family Office Group at Northern Trust, dealing regularly with clients and family offices with extreme wealth. Becky has been named one of the top 40 under 40 advisors by Boca Magazine - The Best Women in Business. Ms. Lightman holds a B.A. in American Studies from Yale University, where she graduated cum laude. She earned her M.B.A. at the University of North Carolina at Chapel Hill and has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts. She holds Series 63, 66, and 7 licenses. A native Floridian, Becky is a Director of the Yale Club of the Palm Beaches, a Yale admissions interviewer, and an active supporter of various community organizations. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/5deb8aa3-837b-4b6d-884e-464146433b69/Chiarelli+Headshot+2.21.23+cropped.jpg about - Elio Chiarelli Elio Chiarelli, Ph.D., AIF, CFPA Elio serves as Lightman Capital’s portfolio manager and strategist. He has over 12 years of experience with client servicing, investment fiduciary guidance for plan sponsors, investment management, and portfolio construction. He has a significant background in agricultural education and economics, and he has earned the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. He has also received the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors (NAPA), demonstrating the expertise required to act as a plan fiduciary and help plan fiduciaries manage their roles and responsibilities. Elio received his BS in Agricultural Education from Penn State. He received his MS in Agricultural Education and Food & Resource Economics as well as his Ph.D. in Entrepreneurship from the University of Florida. Prior to advising Lightman Capital’s clients and starting his own investment advisory firm, Capital Defender Advisors, Elio served as the Chief Investment Officer and Chair of the Investment Committee at Kidder Advisers, Inc. for 5 years. He is also active in the community through his service with the Gainesville Area Chamber of Commerce, the First Baptist Church of Alachua and the Gainesville Ducks Unlimited Chapter. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/d61acb17-0c1e-4ccb-9c56-d729590a44d0/Blake.jpg about - Blake Schaper Blake Schaper, CPA, MST, CTFA Blake works with Lightman Capital’s clients to optimize tax, trust, estate, and business planning for complex cases. Blake pursued his Master of Science in Taxation from the University of Cincinnati. As an Investment Advisor Representative, Insurance Agent, and tax expert, Blake serves clients nationwide. In addition to serving as the Chief Financial Officer for Bison Advisors, Blake is also a Certified Public Accountant (CPA) and Chartered Trust and Fiduciary Advisor (CTFA). He also holds a master’s degree in taxation and a certificate of mastery in mergers & acquisitions. Blake’s work is tailored to high-net worth and ultra high-net-worth individuals, families, and business owners. Blake previously served as a Blackhawk pilot in an Assault Helicopter. He has received numerous awards, including the Meritorious Service Medal, Soldier of the Year for the State of Georgia (2011), and the General Douglas McArthur Award, the US Army Parachutists Badge, and the Republic of Georgia’s Mountain Warfare School badge. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/7ec06387-c096-446c-b097-ec842fa5baf6/Kelly.jpg about - Kelly Whelan Client Service Associate Kelly Whelan acts as a critical connecting point for every stage of the account and client services processes. She achieves this through a broad understanding of the financial planning and products markets, and through her strengths in business administration, account management and high-level customer care. With over a decade in the financial services industry, Kelly has assisted hundreds of clients in roles ranging from office and operations management to fund operations, client service management and as a paraplanner. Kelly holds a Bachelor’s degree in Religious Studies, with a minor in Business and Spanish from the University of Arizona. She is also a General Securities Representative, with both a Series 7 and Series 63 license. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1626710922210-TW9RI3MPP1VBG0EX8RUC/02+-+becky+headshot.jpg about - Becky LightmaN Founder, Lightman Capital Becky Lightman is the Founder of Lightman Capital. She advises clients on all aspects of their wealth management strategy— including investments, credit, manager selection, retirement planning and complex trust and estate services. She helps clients navigate their investment options in a way that maximizes their ability to meet both financial and life goals and ensures thoughtful, creative, and appropriate expertise is dedicated to the relationship. Ms. Lightman has worked at bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs. Becky was the Director of the Southeast and Mid-Atlantic division of the Global Family Office Group at Northern Trust, dealing regularly with clients and family offices with extreme wealth. Becky has been named as one of the top business leaders in Florida by the South Florida Business Journal. Ms. Lightman holds a B.A. in American Studies from Yale University, where she graduated cum laude. She earned her M.B.A. at the University of North Carolina at Chapel Hill and has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts. She holds Series 63, 66, and 7 licenses. A native Floridian, Becky is a Director of the Yale Club of the Palm Beaches, a Yale admissions interviewer, and an active supporter of various community organizations. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/ccbf3570-cdd3-43c0-b10e-b039d41efd46/02%2B-%2Bbecky%2Bheadshot.jpg about - BECKY LIGHTMAN Founder, Lightman Capital https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/43f27567-07ff-4652-9845-f3a438916b54/BGI%2BAdvisors%2BJan%2B2022-12.jpg about - KATHERINE RAMIREZ Chief Compliance Officer https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/8b5e3e80-ab16-45f7-a3da-818e0ec12e57/BGI+Advisors+Jan+2022-2.jpg about - PREMA DAYAL Financial Analyst https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/192d7c00-bcbe-45dc-adbd-cc1a2ea85d39/BGI%2BAdvisors%2BJan%2B2022-27.jpg about - KELLY ANTKIEWICZ Executive Assistant https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/7ecfdf7e-eb2c-4658-8837-b54c5a62cc27/03%2B-%2B%2Bheadshot%2Bb.jpg about - DANNY REICH Founder, Banyan Global Advisors | Principal, Lightman Capital https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1623941769133-CFCYVO4D3DLBV6CI711G/05+-+background+divider.png about https://www.lightmancapital.com/about-intro-1 daily 0.75 2022-04-18 https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/1627589396431-B4DD0TQ5K6FWKCYS2HUF/01c+-+header.jpg about - intro (Copy) - premier wealth management https://www.lightmancapital.com/new-page daily 0.75 2022-04-18 https://www.lightmancapital.com/test-page daily 0.75 2022-04-18 https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/3b9f6deb-4137-4d66-b414-8a6d9f427c08/02%2B-%2Bbecky%2Bheadshot.jpg Test Page - BECKY LIGHTMAN Founder, Lightman Capital https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/5f01598c-f73a-4b3c-9765-8518b86bf177/03%2B-%2B%2Bheadshot%2Bb.jpg Test Page - DANNY REICH Founder, Banyan Global Advisors | Principal, Lightman Capital https://www.lightmancapital.com/about-team-test daily 0.75 2022-04-18 https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/8b2f0627-5523-4a34-9094-9e5248203096/BGI+Advisors+Jan+2022-27.jpg about - team (Copy) - Kelly Antkiewicz Executive Assistant Kelly's responsibilities include client services, administration, and marketing. She is a student at Florida Atlantic University working toward a BA in Criminal Justice with a minor in Entrepreneurial Management. She brings a variety of experience, including managerial roles in both healthcare and medical fields at Nova Southeastern University. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/582e38a2-3827-4151-b48e-2c3dfac69383/Becky+Lightman+Jul+2021-16.jpg about - team (Copy) - Becky LightmaN Founder, Lightman Capital Becky Lightman is the Founder of Lightman Capital. She advises clients on all aspects of their wealth management strategy— including investments, credit, manager selection, retirement planning and complex trust and estate services. She helps clients navigate their investment options in a way that maximizes their ability to meet both financial and life goals and ensures thoughtful, creative, and appropriate expertise is dedicated to the relationship. Ms. Lightman has worked at bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs. Becky was the Director of the Southeast and Mid-Atlantic division of the Global Family Office Group at Northern Trust, dealing regularly with clients and family offices with extreme wealth. Becky has been named as one of the top business leaders in Florida by the South Florida Business Journal. Ms. Lightman holds a B.A. in American Studies from Yale University, where she graduated cum laude. She earned her M.B.A. at the University of North Carolina at Chapel Hill and has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts. She holds Series 63, 66, and 7 licenses. A native Floridian, Becky is a Director of the Yale Club of the Palm Beaches, a Yale admissions interviewer, and an active supporter of various community organizations. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/dde4ee06-6b6e-43de-949a-58737cd92ad1/Danny+2.jpg about - team (Copy) - DANNY rEICH Founder, Banyan Global Advisors | Principal, Lightman Capital Danny has been providing high net worth families with comprehensive wealth management services since founding his own firm in 2008. Danny uses his extensive background to deliver customized solutions to meet all client needs. Danny began his career as a member and options trader on the Philadelphia, American, and New York stock exchanges. He then became a Proprietary Trader for DLJ’s Pershing division prior to moving to Florida. There he worked in private client services for Lehman Brothers Miami, and later became a Managing Director at Bear Stearns. Danny has been a resident of Boca Raton for 20 years and is locally involved in several community and non-profit organizations. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/35928c83-29c9-486b-adee-e1d78996af06/Prema+main.jpg about - team (Copy) - Prema Dayal Financial Analyst Prema is a financial analyst. Her responsibilities include researching investment securities and compiling portfolio reviews and reports. She is a senior completing her BBA in Finance at Florida Atlantic University with a minor in Economics and a certificate in Cybersecurity, and will be joining (Lightman Capital/ Banyan Global) after graduating in May. She has worked at the Ministry of Finance in Guyana and as a Donation Sustainability Manager at Nanubhai Education Foundation. https://images.squarespace-cdn.com/content/v1/60ca276bd0d4be0c5f7d0bf7/29bbdeb5-6d43-4faa-bfc9-54ba8e1501f3/BGI+Advisors+Jan+2022-12.jpg about - team (Copy) - Katherine Ramirez Chief Compliance Officer Kathy is the firm's Chief Compliance Officer and Office Manager. She is a Florida Atlantic University graduate, completing her BBA in Finance. Kathy interned with Banyan Global in 2019 and went on to work as an analyst with G4S Secure Solutions which was acquired by Allied Universal. Kathy is a lifetime Florida resident and is bilingual in Spanish. In her spare time, she enjoys her two dogs Kya and Tiago and her horse Annie. https://www.lightmancapital.com/recent-news daily 0.75 2024-10-11